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Introduction

S4S EXM pushes Sitecore email engagement analytics and response information to Salesforce. The module requires packages to be installed in Sitecore and Salesforce. 


IMPORTANT: S4S EXM can use S4S List Builder to import Salesforce reports and campaigns into Sitecore Contact Lists. These are the email recipient lists used by Sitecore EXM.


Sending bulk emails and tracking the recipient response behavior in Salesforce typically requires the following steps:

  1. The primary push action is trigger by a Sitecore Scheduled Task. This can be configured to fire as often as required but is typically constrained by the number of available API calls (imposed by Salesforce).
  2. The Sitecore xDB interactions associated with emails are pushed to the "Sitecore Email Campaign Messages" related list in Salesforce lead and/or contact records.
  3. The Sitecore xDB interactions related to clickthroughs are pushed to the "Sitecore Analytics"  related lists in Salesforce lead and/or contact records. Visibility of clickthrough behavior requires the S4S Analytics package to be installed in Salesforce.

Prerequisites

To use S4S EXM, you require the following:

  • Sitecore version greater or equal to Sitecore 8.1.
  • Sitecore Email eXperience Manager (EXM) version greater or equal to 3.0.
  • S4S version with changeset cs29282 or later e.g. S4S Release 1.81.17031.1 or 1.82.16343. This equates to 31 January 2017 or later. 
  • S4S List Builder is not required but is ideal for importing Salesforce reports and campaign member lists to Sitecore.

Usage

The following outlines the entire process of sending mass emails:

1. Create a Salesforce Report or Campaign

This is the marketing list contacting the required email recipients.

2. Import the Campaign Members into Sitecore

Use S4S List Builder to create a new Contact List in Sitecore.

3. Dispatch the Emails with Sitecore EXM

Create a new Sitecore EXM campaign, attach the Sitecore Contact List and dispatch the emails to the recipients.

4. View the Recipient Behavior in Salesforce

S4S EXM transparently pushes the recipient behavior to all Salesforce lead and contact records on a schedule. The up-to-the-minute behavior of an individual can also be requested from the Salesforce lead or contact record.

Installation

See our installation pages for this information.


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